Onboarding Specialist

$52,000 - $72,800/Yr

Ascendo Resources - Miami, FL

Full-time - Entry Level

Miami, FL

Professional, Scientific, and Technical Services

About the position

The Onboarding Specialist at Ascendo Resources plays a crucial role in facilitating the onboarding process for new clients, ensuring a seamless experience during account opening and compliance verification. This position requires attention to detail and effective communication skills to manage the onboarding tasks efficiently.

Responsibilities

• Facilitate the onboarding process for new clients, including account opening procedures.
• Enter account information into our systems accurately and efficiently.
• Review and verify paperwork to ensure compliance and completeness.
• Utilize knowledge of StoneX for clearing operations.
• Assist with onboarding requirements for W8 accounts.

Requirements

• Knowledge of StoneX required.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a fast-paced environment.
• Excellent communication skills.

Nice-to-haves

• Familiarity with W8 accounts is a plus.

Benefits

• Weekly Pay
• Health Insurance
• Dental Insurance
• Vision Insurance
• GAP Insurance
• Short Term Disability Insurance
• Accident Insurance
• Critical Illness Insurance
• Life Insurance
• Holiday Pay for New Year's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving, and Christmas
• Milestone Bonus of 40 hours for every 1200 hours worked